SL
MDYV icon

Salomon & Ludwin’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Salomon & Ludwin’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Buy
19,130
+341
+2% +$30.1K 0.15% 74
2025
Q4 		$1.63M Buy
18,789
+849
+5% +$71.1K 0.14% 75
2025
Q3 		$1.51M Buy
17,940
+70
+0.4% +$5.76K 0.14% 76
2025
Q2 		$1.46M Buy
17,870
+1,903
+12% +$144K 0.14% 72
2025
Q1 		$1.23M Buy
15,967
+2,207
+16% +$178K 0.13% 72
2024
Q4 		$1.1M Buy
13,760
+28
+0.2% +$2.3K 0.12% 74
2024
Q3 		$1.09M Buy
13,732
+644
+5% +$49.2K 0.11% 76
2024
Q2 		$955K Buy
13,088
+1,103
+9% +$81K 0.11% 81
2024
Q1 		$911K Buy
11,985
+1,613
+16% +$117K 0.08% 96
2023
Q4 		$673K Hold
10,372
– – 0.07% 101
2023
Q3 		$673K Buy
10,372
+840
+9% +$57.6K 0.07% 101
2023
Q2 		$656K Sell
9,532
-3
-0% -$196 0.07% 98
2023
Q1 		$630K Buy
9,535
+147
+2% +$10.1K 0.08% 96
2022
Q4 		$608K Buy
9,388
+2,640
+39% +$169K 0.08% 99
2022
Q3 		$390K Buy
6,748
+468
+7% +$29.9K 0.06% 105
2022
Q2 		$380K Buy
6,280
+467
+8% +$30.6K 0.06% 93
2022
Q1 		$409K Buy
5,813
+1,869
+47% +$130K 0.06% 73
2021
Q4 		$280K Buy
3,944
+371
+10% +$26K 0.04% 92
2021
Q3 		$237K Buy
+3,573
New +$241K 0.04% 89
2020
Q2 		– Sell
-2,180
Closed -$77K – 162
2020
Q1 		$77K Buy
2,180
+430
+25% +$20.7K 0.02% 76
2019
Q4 		$96K Buy
1,750
+759
+77% +$40K 0.02% 79
2019
Q3 		$51K Buy
+991
New +$50.1K 0.01% 95

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Salomon & Ludwin's MDYV Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.8% in Q1 2026, buying an estimated $30.1K and bringing the position to 19,130 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #74.

Salomon & Ludwin first reported a position in MDYV in Q3 2019 and has held it in 22 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Salomon & Ludwin held 19,130 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.64M as of Q1 2026.
  • Salomon & Ludwin bought 341 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $30.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.15% of Salomon & Ludwin's portfolio in Q1 2026, its #74 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and has held it in 22 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.